Managing Performance Metrics with PMM

1. Managing Performance Metrics with PMM Bob Jude Ferrante

2. Managing Performance Metrics with PMM Overview • This session will show metrics management in action. • You will leave this session with a solid understanding of how PMM lets you: • Deploy metric dashboards designed to present & communicate metrics. • Comment & Alert on your metrics • Manage these metrics centrally. • Manage designs & preferences for Dashboards centrally & create and deploy new ones fast • Quickly design new standard metrics from templates

3. Summit 2008:Managing Performance Metrics with PMM Dashboards

4. Managing Performance Metrics with PMM Dashboards Let’s log on to PMM… exec (a consumer)

5. Managing Performance Metrics with PMM Dashboards Here is an example of a Dashboard Bullet Chart gadget What do we mean by “Gadget?” Some line Chart gadgets A Grid gadget

6. Managing Performance Metrics with PMM Dashboards Let’s change a Gadget’s preferences Click anywhere in this area.

7. Managing Performance Metrics with PMM Dashboards Let’s change a Gadget’s preferences A border now appears around the Gadget with a toolbar. Click the Preferences button

8. Managing Performance Metrics with PMM Dashboards Gadget preferences dialog Click the Multi-Select Measure button

9. Managing Performance Metrics with PMM Dashboards Preferences dialog Multi-select Sales, COGS & Profit Click Accept. Click Add>>

10. Preferences dialog Click Save

11. Managing Performance Metrics with PMM Dashboards Preferences dialog These preferences will be remembered across your sessions

12. Managing Performance Metrics with PMM Dashboards Drilling to detail… Click COGS for West & choose Measure Details.

13. Managing Performance Metrics with PMM Dashboards Here is detail… Here is the breakout for Location.

14. Managing Performance Metrics with PMM Dashboards Let’s switch Dashboards… Click the Dashboard’s Preferences button

15. Managing Performance Metrics with PMM Dashboards In the Dashboard Preferences dialog… Choose Operational Dashboard - 03 Click Preview.

16. Managing Performance Metrics with PMM Dashboards Looking at another Dashboard… Different Gadgets Repeated Gadgets for comparison

17. Managing Performance Metrics with PMM Dashboards Let’s switch again… Click the Dashboard’s Preferences button again

18. Managing Performance Metrics with PMM Dashboards In the Dashboard Preferences dialog… Choose Measures – Rolling 5 Periods Click Preview.

19. Managing Performance Metrics with PMM Dashboards Let’s stop here for a moment…

20. Summit 2008:Managing Performance Metrics with PMM Central Metrics Management

21. Managing Performance Metrics with PMM The Difference • A report Gets right at operational data. Shows raw data rolled up for branches Drills to related reports Shows processed or calculated data

22. Managing Performance Metrics with PMM The Difference Anything missing from this picture – in terms of making the information useful for running a business? • A report

23. Managing Performance Metrics with PMM The Difference • A report Can we re-use these calculations? Can we roll up all our measures the same way? Can we standardize our drilldowns? Where is the notion of what these numbers SHOULD be – our goals? Do we have a notion of what’s most important? And what about looking at changes over time?

24. Managing Performance Metrics with PMM The Difference • A report Dimension Metric Metric Metric Metric Metric

25. Managing Performance Metrics with PMM The Difference Dimension Metric Metric Metric Metric Metric Dimension Dimension Metric Metric Metric Metric Metric Master data Pool of metrics

26. Managing Performance Metrics with PMM Calculations are reusable • Each metric is re-usable across all views and graphs. • Calculations are stored with the metric as properties. No magic code buried in reports.

27. Managing Performance Metrics with PMM Metrics all can roll up the same way Let’s look at how they roll up… Click Location.

28. Managing Performance Metrics with PMM Metrics all can roll up the same way Drill into a Dimension… Drill into WEST and LA and then click LA.

29. Managing Performance Metrics with PMM Metrics all can roll up the same way Logic of these metrics’ structure is built into the metrics, not report code All Measures roll up and attach to Dimension levels… Measures just for LA

30. Managing Performance Metrics with PMM Each metric can have standard drill contexts Let’s see a drill context: Click Profit, then Measure Breakout

31. Managing Performance Metrics with PMM Each metric can have standard drill contexts Let’s see a drill context: A mini-Dashboard for this metric

32. Managing Performance Metrics with PMM Goals for each metric are built into the metric Goals? Note there are two numbers: Actual & Target.

33. Managing Performance Metrics with PMM Goals for each metric are built into the metric What do we mean by “Goals?” Click < Back Actual is the actual quantity achieved for the metric. Target (Goal) is what the metric should be achieving. % Reached is how far the metric has gone toward its target.

34. Managing Performance Metrics with PMM Metrics all can roll up the same way Different metrics show for different quantities, yet all is “apples to apples…” Because they’re using % Reached as the “apple,” it doesn’t matter if the units of measure differ. So you can compare dollars to kilograms with no magic math.

35. Managing Performance Metrics with PMM Documentation on metric purpose / creation centrally managed Let’s look at measure documentation… On Profit, click and select Measure Properties..

36. Managing Performance Metrics with PMM Documentation on metric purpose / creation centrally managed Measure properties describe: What the measure is. How it was calculated. How it is rolled up. Click < Back.

37. Managing Performance Metrics with PMM Trending – changes over time Let’s switch again… Click the Dashboard’s Preferences button again

38. Managing Performance Metrics with PMM Trending – changes over time Choose Operational Dashboard - 06 Click Preview.

39. Managing Performance Metrics with PMM Trending – changes over time Let’s work with a trending gadget… Select the gadget on the top right and click the Preferences button.

40. Managing Performance Metrics with PMM Trending – changes over time Let’s work with the trending gadget… Click the Measure multi-select. Click Sales, COGS, Profit, Margins and click Add >. Click Accept.

41. Managing Performance Metrics with PMM Trending – changes over time Let’s work with the trending gadget… From the Time dropdown, click Last 5 Quarters. Click Save.

42. Managing Performance Metrics with PMM Trending – changes over time Let’s work with the trending gadget… Time is a Dimension, so trends are natural (“Last 5 Quarters”)

43. Summit 2008:Managing Performance Metrics with PMM Comments & Alerts

44. Managing Performance Metrics with PMM Comments & Alerts Notice the comments on the gadget… You see comments entered, the user, & the date they were entered. Hover over these little word balloons.

45. Managing Performance Metrics with PMM Comments & Alerts Notice the comments on the gadget… Ah… it’s called Feedback. Click the menu item. Click the comment.

46. Managing Performance Metrics with PMM Comments & Alerts Feedback allows users to publicly comment measures PMM tracks measure state at time of comment & other information for you. Here is that comment

47. Managing Performance Metrics with PMM Comments & Alerts You can add comments. Type a comment here.

48. Managing Performance Metrics with PMM Comments & Alerts You can add comments. “We checked the numbers twice. They are nice.” Click Save

49. Managing Performance Metrics with PMM Comments & Alerts You can add comments. We call this “feedback blogging.” Can you guess why? You new comment is added.

50. Managing Performance Metrics with PMM Comments & Alerts Feedback blogging is powerful. Hover. Your new comments are displayed. Everyone who can see this measure can see them. Refresh the gadget